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LHYZX: Columbia High Yield Opportunity Z (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2001 |
Last Dividend Date: | 03/28/2013 |
12-Mo. Yield | 6.22% |
Expenses | 0.87% |
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Performance Analytics (As of 04/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/06/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 14.2 | 11.0 | 9.1 | 8.4 | 4.5 | 3.5 | 16.0 | 5.5 | 13.8 | 44.1 | -26.7 | 1.2 | 10.3 | 1.7 | 12.2 | 23.3 | -13.4 | -17.3 |
Sharpe Ratio | NA | 3.88 | 2.28 | 1.29 | 1.29 | 0.61 | 4.53 | 4.19 | 0.91 | 2.87 | 6.18 | -2.59 | -0.41 | 2.37 | -0.12 | 3.1 | 6.18 | -3.73 | -3.56 |
Draw Down(%) | NA | 2.8 | 9.1 | 33.1 | 36.0 | 36.0 | 0.9 | 2.8 | 9.1 | 4.6 | 7.5 | 33.3 | 6.8 | 2.0 | 6.0 | 4.4 | 3.6 | 18.5 | 21.2 |
Standard Deviation(%) | NA | 3.6 | 4.8 | 7.0 | 5.6 | 5.6 | 2.5 | 3.8 | 6.1 | 4.8 | 7.1 | 10.6 | 4.5 | 3.0 | 3.6 | 3.6 | 3.7 | 3.9 | 6.5 |
Treynor Ratio | NA | 0.14 | 0.11 | 0.09 | 0.07 | 0.04 | 0.14 | 0.16 | 0.05 | 0.16 | 0.44 | -0.25 | -0.02 | 0.08 | 0.0 | 0.12 | 0.27 | -0.31 | -0.68 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | -0.06 | -0.09 |
Beta | NA | 1.03 | 0.96 | 1.04 | 1.02 | 0.87 | 0.81 | 1.01 | 1.03 | 0.85 | 0.99 | 1.09 | 0.98 | 0.9 | 0.96 | 0.93 | 0.85 | 0.47 | 0.34 |
RSquared | NA | 0.65 | 0.73 | 0.79 | 0.76 | 0.62 | 0.39 | 0.68 | 0.82 | 0.62 | 0.74 | 0.83 | 0.77 | 0.61 | 0.63 | 0.68 | 0.61 | 0.32 | 0.16 |
Yield(%) | N/A | 6.2 | 6.6 | 6.8 | 7.5 | N/A | 1.4 | 6.0 | 5.4 | 7.3 | 11.1 | 7.9 | 7.6 | 8.4 | 7.7 | 8.2 | 6.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -6.9 | -19.6 | -19.9 | N/A | N/A | -75.0 | 9.1 | -21.4 | -12.5 | -5.9 | -2.9 | -7.9 | 2.7 | -2.6 | 40.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2001
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